Semiconductor News & Analysis Feed
77 articles
2026-07-16
tomshardware.com
2026-07-16
Anton Shilov
Chief executive of Nvidia says the company is on track to produce 'giant amounts' of Vera Rubin-based machines, but fails to address rumored delays of Kyber NVL144 racks from 2027 to 2028.
2026-07-14
news.google.com
2026-07-14
StorageNewsletter
2026-07-13
news.google.com
2026-07-13
Yahoo Finance
2026-07-13
digitimes.com
2026-07-13
Apple is reshaping its Mac chip roadmap to prioritize AI, accelerating development of future processors as the company seeks to strengthen its position in the AI era.
2026-07-13
digitimes.com
2026-07-13
Intel is reportedly preparing a new technology roadmap for its next-generation 1.4nm process, 14A2, as it evaluates a hybrid architecture that can deliver power from both sides of the chip. Industry observers say Intel and Samsung Electronics are both taking on harder-to-manufacture technologies in the ultra-advanced process race as they try to catch up with TSMC.
2026-07-12
news.google.com
2026-07-12
Investing.com
2026-07-10
digitimes.com
2026-07-10
Nvidia has denied reports that its next-generation Kyber AI rack system could be delayed to 2028, saying its product roadmap remains unchanged, after SemiAnalysispointed to manufacturing challenges in a key PCB midplane as a potential bottleneck for the Rubin Ultra platform.
2026-07-09
finance.yahoo.com
2026-07-09
Yahoo Finance
Nvidia’s (NVDA) AI Roadmap Isn’t Delayed. Why Is The Stock Still So Cheap?
Jabran Kundi
Thu, July 9, 2026 at 4:58 AM PDT 2 min read
NVDA
-0.79%
Trade NVIDIA on Coinbase
Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) is one of the 10 Best Major Stocks to Buy According to Analysts. On July 6, NVIDIA Corporation (NASDAQ:NVDA) shares rose more than 1% after it denied reports that its next-genera
2026-07-09
datacenterrichness.substack.com
2026-07-09
Data Center Richness | Substack
NVIDIA Adds Rosa CPU, Rigel Core to its Roadmap
The Rise of Agentic AI Invigorates Demand for Data Center CPUs
RICH MILLER
JUL 09, 2026
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The NVDIA Vera CPU. (Photo: NVIDIA)
Agentic workloads are boosting demand for next-generation CPUs built to keep pace with GPUs, and NVIDIA, Intel and AMD are each racing to define what that chip should look like.
This week NVIDIA added a new d
2026-07-09
www.tomshardware.com
2026-07-09
Tom's Hardware
2026-07-07
www.benzinga.com
2026-07-07
Benzinga
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2026-07-07
news.google.com
2026-07-07
Yahoo Finance
2026-07-07
news.google.com
2026-07-07
Stocktwits
2026-07-07
news.google.com
2026-07-07
Yahoo Finance
2026-07-06
news.google.com
2026-07-06
Techzine Global
2026-07-06
digitimes.com
2026-07-06
Huawei's semiconductor chief is promoting a post-Moore roadmap that shifts industry focus from shrinking transistors to reducing time across the computing stack, a framework backed by internal production claims for Kirin chips and Ascend accelerators. Despite that, he also drew caution because the work remains a preprint, not a peer-reviewed study.
2026-07-03
newsletter.semianalysis.com
2026-07-03
SemiAnalysis
EMIB-T Roadmap, Custom HBM, HBM4 Packaging Challenges, Microfluidic Cooling, Photonic Interconnects, and More
ECTC 2026 Roundup, Intel, TSMC, SK Hynix, Samsung, Micron, Marvell, Lightmatter, Microsoft
AFZAL AHMAD, DC, GERALD WONG, AND DYLAN PATEL
JUL 03, 2026
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As transistor density scaling has slowed, advanced packaging has become the primary scaling vector. However, AI acceler
2026-07-02
www.digitimes.com
2026-07-02
digitimes
Samsung Electronics used its annual foundry ecosystem event on July 1 to signal that its contract chipmaking business is regaining momentum, laying out a longer-term manufacturing roadmap alongside signs of firmer near-term demand.
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2026-07-02
digitimes.com
2026-07-02
Samsung Electronics used its annual foundry ecosystem event on July 1 to signal that its contract chipmaking business is regaining momentum, laying out a longer-term manufacturing roadmap alongside signs of firmer near-term demand.
2026-07-01
www.sammobile.com
2026-07-01
SamMobile
SamMobile has affiliate and sponsored partnerships, we may earn a commission.
Mass production of the company's 1.4nm chips has been delayed by two years compared to its original plan.
Samsung Foundry's Shin Jong-shin delivering a keynote speech during SAFE Forum 2026 event in Korea - Source: Samsung Electronics
Earlier today, Samsung Foundry held its SAFE Forum 2026 event in South Korea. During